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Custom Dimensions

Dimensions are additional categorization fields beyond GL accounts. They let you tag expenses with context like which department incurred the cost, which project it belongs to, or which cost center should be charged. The specific dimension types you see in Mod AI depend entirely on your ERP's configuration.

What Dimensions Are​

While a GL account tells you what the expense is (e.g., Office Supplies, Shipping, Consulting), dimensions tell you where, who, and why:

  • Department -- Which department incurred the expense (Marketing, Engineering, HR).
  • Cost Center -- Which cost center is responsible for the budget.
  • Project -- Which project or job the expense is tied to.
  • Class -- A classification category used in some ERPs.
  • Location -- Which office or site the expense belongs to.

These are just common examples. Your ERP may use different names or additional dimension types entirely.

Automatic Dimension Sync​

This is a key Mod AI capability. Mod AI automatically adapts to whatever dimension structure your ERP uses. You do not have to configure dimension types manually -- they are imported directly from your ERP integration.

If your ERP has three dimension types (Department, Cost Center, Project), those three appear in Mod AI. If your ERP has seven, all seven appear. If your ERP adds a new one, it shows up in Mod AI after the next sync.

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Mod AI automatically matches your ERP's dimension structure -- no manual configuration needed.

How Dimensions Work​

  1. Your ERP defines dimension types (e.g., "Department", "Cost Center", "Project") and their valid values (e.g., Department values: "Marketing", "Engineering", "Finance").
  2. Mod AI syncs these dimension types and values from your ERP via your integration.
  3. Dimension fields appear automatically on invoice line items alongside the GL account field.
  4. You select dimension values from dropdowns, or let the AI suggest them based on vendor history and line item content.

Adding or Removing Dimension Types​

Dimension types are managed in your ERP. When you:

  • Add a new dimension type in your ERP (e.g., a new "Project" dimension), it appears in Mod AI's coding interface after the next sync.
  • Remove a dimension type in your ERP, it is removed from Mod AI's coding interface after the next sync.
  • Add new values to an existing dimension type (e.g., adding a new department), the new values become available in Mod AI's dropdowns after the next sync.
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If you add a new dimension type in your ERP (like a new "Project" dimension), it will appear in Mod AI's coding interface after the next sync.

How Dimensions Are Used​

Dimensions appear across several areas in Mod AI:

  • Invoice line item coding -- Select dimension values alongside GL accounts when coding line items. See GL Coding on Invoices.
  • Rules -- Create rules that automatically set dimension values. For example, "Set Department to Marketing for all invoices from the ad agency." See How Rules Work.
  • Item masters -- Item master records can carry default dimension values that auto-fill when a line item is matched to an item master. See Item Masters.

Learn More​

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